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Caltius Structured Capital Closed Debt & Equity Investment in Adrenaline, LLC

November 6, 2018

We are pleased to announce the closing of a structured capital investment in Adrenaline, LLC (“Adrenaline”) in support of its management buyout from NewGround International, Inc. Caltius provided subordinated debt, preferred equity and common equity, co-investing with Adrenaline’s senior management team. Adrenaline, an experience-design agency and consulting firm, creates and implements holistic brand strategies for retail […]

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Caltius Structured Capital Portfolio Company Walker Edison Sold to J.W. Childs Associates

October 9, 2018

We are pleased to announce the sale of Walker Edison to J.W. Childs Associates, L.P. (“J.W. Childs”).  Utah-based Walker Edison is a leading supplier of innovative, affordable home furnishings to global e-commerce platforms.  Walker Edison founders Brad Bonham and Matt Davis retained a significant ownership stake in the business.  In 2016, Caltius provided subordinated debt […]

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Caltius Structured Capital Closes Junior Capital Investment in Bulk Handling Systems

April 12, 2018

Caltius Structured Capital is pleased to announce the closing of a junior capital investment in Bulk Handling Systems (BHS; www.bulkhandlingsystems.com) as a co-investor in a transaction led by True West Capital Partners.  Eugene, Oregon-based BHS will use the capital infusion to accelerate its growth strategy. BHS is a worldwide leader in the innovative design, engineering, […]

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Caltius Structured Capital Provides Unitranche Debt and Equity to Imagenet, LLC

March 14, 2018

Caltius Structured Capital is pleased to announce the closing of a unitranche debt and common equity investment in Imagenet, LLC (“Imagenet”).  The investment was used by the company to refinance debt, fund a shareholder dividend and provide growth capital. Founded in 2000 in Kent, Wash., Imagenet is a leading provider of outsourced paper-to-electronic (“P2E”) solutions […]

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Caltius Structured Capital Closes Junior Capital Investment in Musculoskeletal Clinical Regulatory Advisers (“MCRA”)

December 12, 2017

Caltius Structured Capital announced it closed a junior capital investment in Musculoskeletal Clinical Regulatory Advisers, LLC (“MCRA”; mcra.com).  Washington, DC-based MCRA will use the capital infusion to accelerate its successful growth strategy. Founded in 2004, MCRA is a leading adviser and clinical research organization serving the neuro-musculoskeletal and medical device industries. MCRA’s unique value lies […]

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Caltius Capital Management Named a “Best Place to Work in Money Management” by Pensions & Investments

December 16, 2016

Caltius Capital Management, an employee-owned provider of debt and equity capital solutions to lower middle market companies, today announced it was named a “Best Place to Work in Money Management” for 2016 by Pensions & Investments. “We founded Caltius nearly 20 years ago with a vision to build a collaborative, entrepreneurial team and partner with […]

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Caltius Mezzanine Closes $347 Million Fund V

October 28, 2016

Caltius Mezzanine is pleased to announce the final closing of its fifth mezzanine fund complex, consisting of Caltius Partners V, LP (“Fund V”), Caltius Partners V (SBIC), LP (“Fund V SBIC”) and affiliates (“the “Funds”). Fund V SBIC is a Small Business Investment Company licensed by the U.S. Small Business Administration (the “SBA”) and together […]

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Caltius Mezzanine Announces Promotions

July 6, 2016

Caltius Mezzanine, a leading junior capital provider to small and mid-sized businesses, is pleased to announce the promotions of Rick Shuart and Gavin Bates to Managing Director. “Each of these individuals has made significant contributions to the growth and performance of Caltius Mezzanine.” said James Upchurch, President. “I believe that one of Caltius’ greatest strengths […]

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Caltius Mezzanine Provides $9.5 Million to Bulk Handling Systems

March 26, 2008

Caltius Mezzanine is pleased to announce the recent closing of a $9.5 million investment in Bulk Handling Systems (“BHS”), a leading designer, manufacturer and installer of premium conveying and screening systems for the solid waste and recycling materials processing industry. Headquartered in Eugene, Oregon, BHS develops and manufactures state-of-the-art materials processing equipment for waste processing […]

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